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What should I bring to my tax appointment?

You can download a summary checklist of what to bring in pdf format: Client Checklist – What Should I Bring

Documents to bring to your appointment

Clients often ask us what documents they should have in preparation for their tax appointment. One of the simplest ways to work out what to bring is to look at your previous year’s tax return. This will remind you which categories of income, deductions and tax offsets apply to you.

You need to be able to prove (or substantiate) your deductions. This usually means keeping receipts or tax invoices for the amounts you have spent. However there are some exceptions.

  1. If your total claim for work related deductions is under $300 you are not required to keep written evidence.
  2. Home office expenses can be claimed without reference to receipts or utility bills. You can claim 34 cents per hour to cover certain expenses, however you should keep a four week diary of home office as substantiation. See the ATO website for more detail.
  3. You do not need written evidence to claim motor vehicle expenses using the set rate or cents per kilometre method. But don’t just invent work trips – you still need a proper basis for working out your claim. There are several methods for claiming car expenses but cents per kilometre usually provides the best deduction where your business related trips are infrequent.

Here are some specific examples of what you should bring to your appointment:

New clients only

Income

  • Payment summaries for salaries and wages (view sample) (view paper sample)
  • Allowances (eg entertainment/car / travel / uniform / laundry / meals)
  • Lump sum termination payments (view sample)
  • Government pensions and allowances
  • Payment summaries for superannuation income streams (view sample) or other pensions
  • Payment summaries for superannuation lump sum payments (view sample)
  • Interest (tip: check internet banking) and dividends (view sample)
  • Distributions from partnerships or trusts, including managed funds (view sample)
  • Details of investment assets sold, such as shares or real estate

Work Related Expenses

  • Use of own motor vehicle for business travel
  • Other business travelling expenses (car parking, road tolls, accommodation)
  • Purchase of protective clothing or uniforms
  • Sun protection expenses
  • Self education expenses (related to your current job)
  • Home office running expenses
  • Telephone expenses
  • Depreciation of library, tools, business equipment, percentage of home computer
  • Tools of trade
  • Subscriptions to trade magazines
  • Union membership

Investment Related Expenses

  • Account keeping fees
  • Ongoing management fees
  • Interest on borrowing to buy shares
  • Advice relating to changing and managing investments (but not setting them up)
  • Investment publications (e.g. financial review, magazines, not ordinary newspapers)

Other Expenses

  • Donations (made to a deductible gift recipient)
  • Income Protection Insurance Premiums (not claimable if policy is held in super)

Rental Properties

Key documents required

  • Rental Summary from agent (view sample) – or if not using an agent, your record of rent received
  • Interest paid (most banks will provide a total online or on your June bank statement)
  • Depreciation report from a quantity surveyor
  • Repairs and maintenance (itemised list with receipts)

It is important to itemise repairs & maintenance so we can distinguish between amount that are immediately deductible and amounts that must be written off over time (find out more).

Other expenses (please summarise these), including: advertising, cleaning, gardening, pest control, council/water rates,insurance, property agent fees, printing, postage and stationery, travel (e.g. to inspect property, visit agent etc). For car travel, estimate total km.

Additional information

  • Contact details, if changed from last year
  • Bank Account details for your refund (BSB, Account Number and Account Name)
  • Remote zone allowance (if you lived in a remote area)
    Details of place and number of nights stayed
  • Private health cover statement
  • Medical expense details if net expenses exceed $2,000
  • Spouse details (read the tax definition of spouse)
    Date of birth, taxable income, fringe benefits, reportable super contributions
  • Dependent details, DOB and separate net income
  • Any other information that you may consider relevant

Ready to book an appointment? Call us on 1300 823 011 or book online now using the button on the right hand side of this page.

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